Civic Intelligence

Rothenberg Endowment Fund

EIN 87-2351704 • Walnut Creek, CA

2125 Oak Grove Road 210Walnut Creek, CA 94598
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

81st percentile

38%

Higher net margin than 81% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

44th percentile

2.4%

Faster asset growth than 44% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-3.1%

Faster revenue growth than 27% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,303,081

Up $244,387 (+2.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$10,303,081

Up $244,387 (+2.4%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin81st percentile

Revenue

Down

$635,845

Down $20,443 (-3.1%) from 2023

Expenses

Up

$391,458

Up $42,449 (+12%) from 2023

Net Income

Down

$244,387

Down $62,892 (-20%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2022: $9,751,415Liabilities 2022: $0Net Assets 2022: $9,751,4152022Assets 2023: $10,058,694Liabilities 2023: $0Net Assets 2023: $10,058,6942023Assets 2024: $10,303,081Liabilities 2024: $0Net Assets 2024: $10,303,0812024

Highlighted filing

2024

Assets$10,303,081
Liabilities$0
Net Assets$10,303,081
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0Revenue 2022: $9,901,415Expenses 2022: $150,000Net Income 2022: $9,751,4152022Revenue 2023: $656,288Expenses 2023: $349,009Net Income 2023: $307,2792023Revenue 2024: $635,845Expenses 2024: $391,458Net Income 2024: $244,3872024

Highlighted filing

2024

Revenue$635,845
Expenses$391,458
Net Income$244,387
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,303,081
Liabilities
$0
Net assets
$10,303,081
Revenue
$635,845
Expenses
$391,458
Net income
$244,387
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.64$0.39$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$0.66$0.35$0.31
2022Detailed filing. Detailed filing data is available for this year.$9.75$0.00$9.75$9.90$0.15$9.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 24, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Craig JudsonSecretary-$0--
Bernard NotasChairman-$0--
Elliot KallenDirector-$0--
Timothy PlattnerDirector-$0--
James ListonDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rothenberg Endowment Fund
EIN
87-2351704
Phone
9259337777
Address
2125 Oak Grove Road 210, Walnut Creek, CA 94598

Signing Officer

Name
Bernard Notas
Title
Treasurer
Signed
2025-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Celeste W Moye CPA
Address
255 Karen Way, Tiburon, CA 94920
Preparer
Celeste Moye
Phone
4156720559
Raw XML Appendix226 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt02000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Preparation
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0244387
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0634387
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0108534
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09563310
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010058694
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08899682
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0139904
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09187045
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Bernard Notas
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4James Liston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02125 Oak Grove Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt190 Via Aspero
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2411 Read Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33503 Shadow Creek Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4832 Foxtail Court
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Lafayette
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09253304656
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Endowment Fund invests so as to maintain, protect, and grow the principal endowment funds from benefactors and to provide annual funds for general utilities and operating expenses of the Congregation B'nai Shalom.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0391457
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0388000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0320877
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TaxesSchedule/TaxesDetail/Amt01458
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes on Investments
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01458
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bernard Notas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rothenberg Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0ROTH
ReturnHeader/Filer/EIN0872351704
ReturnHeader/Filer/PhoneNum09259337777
ReturnHeader/Filer/USAddress/AddressLine1Txt02125 Oak Grove Road 210
ReturnHeader/Filer/USAddress/CityNm0Walnut Creek
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094598
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Celeste W Moye CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0255 Karen Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tiburon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094920
ReturnHeader/PreparerPersonGrp/PhoneNum04156720559
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Celeste Moye
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-24T17:56:35-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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